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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,609 hedge funds and large institutions have $74.9B invested in iShares Core US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 688 increasing their positions, 624 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,609
Holders Change
-11
Holders Change %
-0.68%
% of All Funds
25.75%
Holding in Top 10
306
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.16%
% of All Funds
4.9%
New
144
Increased
688
Reduced
624
Closed
118
Calls
$20.2M
Puts
$1.73M
Net Calls
+$18.5M
Net Calls Change
+$58.8M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$644M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$569M
3
US Bancorp
US Bancorp
Minnesota
+$521M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$445M
5
RJA
Raymond James & Associates
Florida
+$416M

Top Sellers

1
BlackRock
BlackRock
New York
-$305M
2
USAA
United Services Automobile Association
Texas
-$227M
3
CS
Credit Suisse
Switzerland
-$142M
4
MCM
MKP Capital Management
New York
-$126M
5
BF
BOK Financial
Oklahoma
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
401
Advisornet Financial
Minnesota
$9.53M +$2.2M +22,070 +30%
ACP
402
Aveo Capital Partners
Colorado
$9.48M +$3.25M +32,614 +52%
TWM
403
Tanager Wealth Management
United Kingdom
$9.42M +$983K +9,870 +12%
NFP
404
NorthLanding Financial Partners
New York
$9.39M +$76.2K +765 +0.8%
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$9.39M -$5M -50,199 -35%
SI
406
Stephens Inc
Arkansas
$9.34M +$219K +2,198 +2%
DAS
407
Dynamic Advisor Solutions
Arizona
$9.26M -$3.64M -36,555 -28%
MLICM
408
Metropolitan Life Insurance Company (MetLife)
New York
$9.22M – – –
PA
409
PFG Advisors
Arizona
$9.11M +$5.6M +56,202 +159%
AA
410
Ancora Advisors
Ohio
$9.04M +$172K +1,726 +2%
ST
411
Smithfield Trust
Pennsylvania
$9.03M +$2.04M +20,504 +29%
NL
412
NWAM LLC
Washington
$9M -$71.6K -719 -0.8%
PIMG
413
Patriot Investment Management Group
Tennessee
$8.87M +$102K +1,019 +1%
FPAS
414
Focus Partners Advisor Solutions
Missouri
$8.83M -$3.76M -37,759 -30%
AWM
415
Axxcess Wealth Management
California
$8.83M -$1.34M -13,464 -13%
IWP
416
Innova Wealth Partners
Pennsylvania
$8.7M -$581K -5,826 -6%
GC
417
Grimes & Company
Massachusetts
$8.7M -$126K -1,266 -1%
NAG
418
Northstar Advisory Group
New Jersey
$8.69M +$8.69M +87,220 New
WC
419
Waterloo Capital
Texas
$8.68M +$8.68M +87,154 New
PFT
420
Providence First Trust
Arizona
$8.65M -$39.7K -398 -0.5%
SFA
421
Souders Financial Advisors
Ohio
$8.65M +$930K +9,335 +12%
CL
422
Choreo LLC
Illinois
$8.6M +$8.6M +86,265 New
WFAG
423
Wescott Financial Advisory Group
Pennsylvania
$8.53M -$30M -301,252 -78%
MW
424
Marcum Wealth
Ohio
$8.49M -$1.55M -15,564 -15%
CFP
425
Catalyst Financial Partners
Massachusetts
$8.49M +$2.29M +22,963 +37%
15 16
17
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